Moran Wealth Management® Announces Catherine Jeanty as Client Operations Specialist
NAPLES, Florida – May 15, 2025 – Moran Wealth Management®, an investment management firm based in Naples, Florida, that provides wealth and asset management services to its clients, announces Catherine Jeanty as a Client Operations Specialist.
Jeanty brings a strong background in financial services, human resources, and hospitality to her new role. As a Client Operations Specialist, she supports day-to-day operations, performs administrative tasks to help maintain client relationships, and aims to ensure accuracy in transactions. She will also support the firm by striving to maintain strong client relationships and providing front-office support.
Prior to joining the firm, Jeanty spent nearly four years at Oppenheimer & Co., Inc., where she played a key role in audit preparation and compliance, contributing to three consecutive years of successful internal audits. Originally from Long Island, New York, she holds a B.S. in Sociology with a minor in Music from Florida Southern College, as well as a Human Resources Management Certification from Ashworth College.
“I am excited to join the Moran Wealth team and apply my experience in customer service and operations to build strong relationships while contributing to the firm’s continued success,” said Jeanty.
“We are thrilled to welcome Catherine to our team,” said Tom Moran, Chairman, CEO, and CIO of Moran Wealth Management®. “Her diverse background, dedication to client service, and attention to detail make her a valuable addition to our firm. We are confident she will make a lasting impact on our overall client experience.”
For more information on Moran Wealth Management®, call (239) 920-4440 or visit MoranWM.com.
Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. For additional information about Moran Wealth Management, LLC, including its services and fees, request the firm’s disclosure brochure using the contact information above or visit adviserinfo.sec.gov. This communication contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties, and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed herein will come to pass. Moran Wealth Management, LLC is a separate entity and not affiliated with any other entity or practice that uses the same name.